Carrier Global Corp
CARR- Exchange
- NYSE
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0001783180
No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Carrier Global Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,240
- +51 vs. Q4 2022
- Shares held
- 733.1M
- +16.8M (+2.3%) vs. Q4 2022
- Total value
- $33.5B
- +$3.99B (+13.5%) vs. Q4 2022
- New holders
- 121
- 405 more added
- Sold out
- 70
- 466 more reduced
30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 11,967 | $547.0K | 0.03% | −650−5.2% | Reduced |
| GYL Financial Synergies, LLC | 11,983 | $548.2K | 0.07% | +128+1.1% | Added |
| Meridian Management Co | 12,097 | $553.4K | 0.18% | +57+0.5% | Added |
| Valeo Financial Advisors, LLC | 12,220 | $559.1K | 0.03% | +2,360+23.9% | Added |
| Wellington Management Group LLP | 12,250 | $560.4K | 0.00% | −23,476−65.7% | Reduced |
| Columbia Asset Management | 12,343 | $565.0K | 0.13% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,366 | $566.0K | 0.03% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 12,404 | $567.0K | 0.85% | +100+0.8% | Added |
| Allred Capital Management, LLC | 12,410 | $567.7K | 0.30% | −90−0.7% | Reduced |
| Crestwood Advisors Group LLC | 12,431 | $568.7K | 0.02% | −282−2.2% | Reduced |
| Burns J W & Co Inc | 12,463 | $570.0K | 0.10% | +2,225+21.7% | Added |
| J.W. Cole Advisors, Inc. | 12,476 | $570.8K | 0.04% | −8−0.1% | Reduced |
| Shikiar Asset Management Inc | 12,590 | $576.0K | 0.20% | +12,590 | New |
| Fishman Jay A Ltd | 12,600 | $576.5K | 0.07% | −3,667−22.5% | Reduced |
| Busey Wealth Management | 12,635 | $578.1K | 0.02% | −3,621−22.3% | Reduced |
| Courier Capital LLC | 12,645 | $578.5K | 0.06% | −2,574−16.9% | Reduced |
| Chicago Capital, LLC | 12,738 | $582.8K | 0.03% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 12,780 | $584.7K | 0.16% | +23+0.2% | Added |
| Auto-Owners Insurance Co | 12,787 | $585.0K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 12,801 | $585.6K | 0.10% | +20.0% | Added |
| Aigen Investment Management, LP | 12,862 | $588.4K | 0.08% | +12,862 | New |
| Montecito Bank & Trust | 12,868 | $588.7K | 0.14% | −1,241−8.8% | Reduced |
| ICW Investment Advisors LLC | 12,874 | $589.0K | 0.33% | +752+6.2% | Added |
| Compagnie Lombard Odier SCmA | 12,901 | $590.2K | 0.01% | −4,750−26.9% | Reduced |
| Forte Capital LLC | 12,911 | $590.7K | 0.09% | −76−0.6% | Reduced |
| Werlinich Asset Management, LLC | 12,915 | $590.9K | 0.52% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 12,931 | $591.4K | 0.03% | −1,166−8.3% | Reduced |
| Kingsview Wealth Management, LLC | 12,942 | $592.1K | 0.02% | −820−6.0% | Reduced |
| Webster Bank, N. A. | 12,942 | $592.1K | 0.08% | −1,412−9.8% | Reduced |
| Miller Investment Management, LP | 12,990 | $594.3K | 0.10% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,993 | $594.4K | 0.31% | −55−0.4% | Reduced |
| Holderness Investments Co | 12,999 | $594.7K | 0.24% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 13,060 | $597.5K | 0.02% | −900−6.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,062 | $597.6K | 0.10% | −170−1.3% | Reduced |
| Diversified Trust Co | 13,104 | $599.5K | 0.02% | −14,106−51.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,162 | $602.2K | 0.07% | +601+4.8% | Added |
| Venture Visionary Partners LLC | 13,191 | $603.5K | 0.04% | −643−4.6% | Reduced |
| Symphony Financial, Ltd. Co. | 13,472 | $606.1K | 0.16% | −2,027−13.1% | Reduced |
| Transform Wealth, LLC | 13,253 | $606.3K | 0.06% | −42,531−76.2% | Reduced |
| First City Capital Management, Inc. | 14,501 | $606.4K | 0.35% | −45−0.3% | Reduced |
| Waterford Advisors, LLC | 13,381 | $612.0K | 0.33% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13,399 | $613.0K | 0.09% | +122+0.9% | Added |
| Cambridge Trust Co | 13,480 | $616.7K | 0.03% | −90−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 13,537 | $619.3K | 0.04% | −375−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 13,605 | $622.4K | 0.02% | −248−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 13,700 | $626.8K | 0.02% | −2,600−16.0% | Reduced |
| Amussen Hunsaker Associates LLC | 13,749 | $629.0K | 0.16% | −27−0.2% | Reduced |
| Rossmore Private Capital | 13,776 | $630.3K | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13,959 | $635.7K | 0.02% | −1,002−6.7% | Reduced |
| Mayflower Financial Advisors, LLC | 13,948 | $638.1K | 0.08% | −1,081−7.2% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $644.0K | 0.48% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 15,885 | $646.0K | 0.12% | +15,885 | New |
| Cubist Systematic Strategies, LLC | 14,234 | $651.2K | 0.01% | −8,418−37.2% | Reduced |
| Parsec Financial Management, Inc. | 14,275 | $653.1K | 0.03% | −570−3.8% | Reduced |
| Axq Capital, LP | 14,300 | $654.2K | 0.26% | +14,300 | New |
| Lincoln National Corp | 14,326 | $655.4K | 0.01% | −48−0.3% | Reduced |
| Foster & Motley Inc | 14,332 | $656.0K | 0.05% | −285−1.9% | Reduced |
| Ar Asset Management Inc | 14,400 | $659.0K | 0.18% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 14,441 | $660.7K | 0.49% | +46+0.3% | Added |
| Signaturefd, LLC | 14,470 | $662.0K | 0.02% | +1,114+8.3% | Added |
| Pitcairn Co | 14,621 | $668.9K | 0.06% | +137+0.9% | Added |
| Sciencast Management LP | 16,195 | $677.9K | 0.90% | +16,195 | New |
| Curated Wealth Partners LLC | 14,832 | $678.6K | 0.15% | −613−4.0% | Reduced |
| TrinityPoint Wealth, LLC | 14,834 | $678.7K | 0.15% | +150+1.0% | Added |
| Baldwin Investment Management, LLC | 14,927 | $682.9K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 16,146 | $683.0K | 0.09% | +1,531+10.5% | Added |
| Montag A & Associates Inc | 15,005 | $686.5K | 0.04% | −900−5.7% | Reduced |
| ELCO Management Co., LLC | 15,146 | $692.9K | 0.50% | +130+0.9% | Added |
| Pring Turner Capital Group Inc | 15,150 | $693.1K | 0.69% | 00.0% | Unchanged |
| Scotia Capital Inc. | 15,163 | $693.7K | 0.01% | −2,811−15.6% | Reduced |
| Estabrook Capital Management | 15,190 | $694.9K | 0.12% | −220−1.4% | Reduced |
| Park Avenue Securities LLC | 15,239 | $697.0K | 0.01% | +764+5.3% | Added |
| Bryn Mawr Trust Co | 15,279 | $699.0K | 0.03% | −430−2.7% | Reduced |
| Prospera Financial Services Inc | 15,386 | $704.2K | 0.03% | +108+0.7% | Added |
| Compass Wealth Management LLC | 15,436 | $706.2K | 0.22% | 00.0% | Unchanged |
| True North Advisors, LLC | 15,479 | $708.2K | 0.21% | −21−0.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $709.1K | 0.11% | +15,500 | New |
| David Loasby | 16,981 | $709.8K | 0.08% | +221+1.3% | Added |
| Wedbush Securities Inc | 15,626 | $715.0K | 0.04% | −1,686−9.7% | Reduced |
| Meeder Advisory Services, Inc. | 15,648 | $715.9K | 0.08% | +885+6.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,669 | $716.9K | 0.03% | +15,669 | New |
| Umb Bank N A | 15,704 | $718.5K | 0.01% | −682−4.2% | Reduced |
| Bank of Hawaii | 15,860 | $725.6K | 0.04% | +7,790+96.5% | Added |
| Trust Co of Toledo NA | 16,063 | $734.9K | 0.13% | −170−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,108 | $736.9K | 0.05% | +2,582+19.1% | Added |
| Advisory Services Network, LLC | 16,134 | $738.1K | 0.02% | +2,433+17.8% | Added |
| Davis Investment Partners, LLC | 17,301 | $742.0K | 0.39% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 16,439 | $743.0K | 0.01% | +1,262+8.3% | Added |
| Federation des caisses Desjardins du Quebec | 16,457 | $752.9K | 0.01% | −2,164−11.6% | Reduced |
| Westhampton Capital, LLC | 16,507 | $755.2K | 0.48% | +300+1.9% | Added |
| Moody National Bank Trust Division | 16,727 | $765.3K | 0.07% | −42−0.3% | Reduced |
| Parallel Advisors, LLC | 16,891 | $772.8K | 0.03% | +114+0.7% | Added |
| Marble Harbor Investment Counsel, LLC | 16,893 | $772.9K | 0.10% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 16,898 | $773.1K | 0.00% | +3,182+23.2% | Added |
| Clearstead Advisors, LLC | 16,965 | $776.2K | 0.06% | +698+4.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 17,212 | $776.3K | 0.05% | −1,371−7.4% | Reduced |
| Valley Brook Capital Group | 16,993 | $777.4K | 0.72% | +730+4.5% | Added |
| Alberta Investment Management Corp | 17,037 | $779.4K | 0.01% | +17,037 | New |
| Home Federal Bank of Tennessee | 17,224 | $788.0K | 0.29% | +150+0.9% | Added |
| Baader Bank INC | 22,192 | $791.9K | 0.06% | +22,192 | New |